Hedge Fund - SW Investment Management

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No. Security Ticker Shares Value Activity % Port History
1.
Ubiquiti Inc
320,000 $70,950,000 +7% 18.75%
2. SKYW 775,000 $65,890,000 +30% 17.41%
3. AMKR 1,285,000 $39,321,000 -5% 10.39%
4. PSN 360,000 $37,324,000 +11% 9.86%
5. NET 400,000 $32,356,000 8.55%